Carol Ann Fernandez is Chief Operating Officer, where she keeps the firm running day to day and leads its retirement-plan practice. She built her career in wealth management and capital markets at firms like Merrill Lynch and M&T Bank before bringing that experience to alooola.
She earned both her undergraduate degree in finance and her MBA from the University of Notre Dame. Carol Ann also stays close to the wider business community as a member of the Philadelphia chapter of the National Association of Women Business Owners.
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